Job Description

Job Description

Job Description

Transamerica is excited to announce that we are expanding and looking for FINRA Licensed Advisors to join our team!

Now interviewing for multiple openings for our September 8th and October 6th classes!

How long is your commute?
The Retirement Plan Specialist role is fully remote!

Are you an experienced Financial Advisor or Retirement Professional who is tired of prospecting and would love to work with ongoing warm leads, build relationships, and assist clients with their financial challenges?

Do you wish that instead of a high pressure, commission-only position you could work from home 40 hours per week, receive a bi-weekly base salary PLUS monthly, quarterly, and annual bonuses?

Then our team is what you are looking for!

You must hold FINRA Series 6, 63, and 65; OR Series 7 and 66 at time of hire.

Provides customers with education, guidance and transparency around retirement product solutions (i.e. Account Rollover & Retirement, Annuity, Term Life, Permanent Life). Staff at this level are learning products and handle routine inquiries. Receive instruction, guidance and direction from more senior analysts.

 

Responsibilities

• Learn all products in assigned specialty area, including awareness of competitive offerings and regulations.
• Explain and ensure customers understand product options for routine inquiries; make product recommendations.
• Identify if there are multi-product needs and connect customers to other product specialists.
• Work with relationship managers and fulfillment analysts to initiate product requests.

 

Qualifications

• Bachelor’s degree in a business field or equivalent professional experience
• FINRA Series 6, 63, and 65; or FINRA Series 7 and 66 (required to be approved to do business in all states)
• Life license (or obtain within 90 days)
• One year of experience in the financial services industry
• Basic knowledge of financial products (related to assigned specialty area)
• Customer service, interpersonal and listening skills to effectively communicate with customers and earn trust
• Problem-solving and decision-making skills to select and recommend product solutions
• Written/verbal communication and presentation skills to provide information via phone, email, video, chat, etc.
• Proficiency using MS Office

 

Preferred Qualifications

• CFP and/or CRPC
• Knowledge of CRM (Salesforce.com) and digital financial advice platforms

 

Working Conditions

• Office or hybrid office/remote environment
• Schedule may vary to fulfill service levels during hours of operation

 

Compensation

**Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.**

 

Total Compensation for this role is estimated to be $65,000 - $95,000 per year.

 

The Salary for this position generally ranges between $48,500 - $53,000 annually. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.

 

This position is currently eligible for sales and/or performance incentives. Specifics will be reflected in individual incentive plan documents.

Company Description

About Us

At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential unleashed by leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.

Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.

Transamerica is a part of Aegon, an integrated, diversified, international financial services group. The Aegon companies employ over 21,500 people and have approximately 31.7 million customers.

Who We Are

Transamerica has been making financial services available to the many, not just the few, for more than 100 years. We’re a leading provider of life insurance, retirement, and investment solutions, serving millions of customers throughout the United States. Transamerica’s dedicated professionals focus on helping people live their best lives through saving, investing, and protecting their loved ones. Transamerica is dedicated to building America’s leading middle market life insurance and retirement company, providing a broad range of quality individual life insurance policies, workplace supplemental insurance benefits, workplace retirement plans, individual retirement accounts, and investment products, including mutual funds, annuities, stable value solutions, as well as investment management services.

What We Do

Transamerica is organized by lines of business (Life Insurance, Annuities, Mutual Funds, Retirement Plans, and Employee Benefits), which are supported by Transamerica Corporate (Corporate Development; Finance; Internal Audit; Legislative, Regulatory & Policy; Office of the CEO; People and Places; Brand; Corporate Affairs; Risk; and Technology).

Transamerica has been helping people feel better about the future for more than 100 years, and we’re proud of the trust we’ve earned. We want to help people live better today and worry less about tomorrow.

At Transamerica, we are a purpose driven team helping people live their best life. We are dedicated to inspiring people to improve not only their financial and personal well-being but the world around them. We empower our employees to also live their best life by promoting a sustainable work life balance in a highly collaborative team environment that promotes career growth and ongoing learning opportunities. We are excited about our current success and dedication to ongoing modernization which has brought state of the art digital tools to the underwriting process. If you are an ambitious team-oriented individual that can balance the interests of our people, our customers, our stakeholders, and the wider world then it is time for you to step up.

Company Description

About Us \r\n\r\nAt Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential unleashed by leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. \r\n\r\nUltimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. \r\n\r\n Transamerica is a part of Aegon, an integrated, diversified, international financial services group. The Aegon companies employ over 21,500 people and have approximately 31.7 million customers. \r\n\r\nWho We Are \r\n\r\n Transamerica has been making financial services available to the many, not just the few, for more than 100 years. We’re a leading provider of life insurance, retirement, and investment solutions, serving millions of customers throughout the United States. Transamerica’s dedicated professionals focus on helping people live their best lives through saving, investing, and protecting their loved ones. Transamerica is dedicated to building America’s leading middle market life insurance and retirement company, providing a broad range of quality individual life insurance policies, workplace supplemental insurance benefits, workplace retirement plans, individual retirement accounts, and investment products, including mutual funds, annuities, stable value solutions, as well as investment management services. \r\n\r\nWhat We Do \r\n\r\nTransamerica is organized by lines of business (Life Insurance, Annuities, Mutual Funds, Retirement Plans, and Employee Benefits), which are supported by Transamerica Corporate (Corporate Development; Finance; Internal Audit; Legislative, Regulatory & Policy; Office of the CEO; People and Places; Brand; Corporate Affairs; Risk; and Technology). \r\n\r\n\r\nTransamerica has been helping people feel better about the future for more than 100 years, and we’re proud of the trust we’ve earned. We want to help people live better today and worry less about tomorrow.\r\n\r\nAt Transamerica, we are a purpose driven team helping people live their best life. We are dedicated to inspiring people to improve not only their financial and personal well-being but the world around them. We empower our employees to also live their best life by promoting a sustainable work life balance in a highly collaborative team environment that promotes career growth and ongoing learning opportunities. We are excited about our current success and dedication to ongoing modernization which has brought state of the art digital tools to the underwriting process. If you are an ambitious team-oriented individual that can balance the interests of our people, our customers, our stakeholders, and the wider world then it is time for you to step up.

Job Tags

Permanent employment, Remote work,

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